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By Clive Slovin In the coming months and years, it’s likely that alternative investments will begin to play a more prominent role in client portfolios. Though interest rates are on the rise, they remain relatively low. So, even as traditional fixed-income vehicles may become a bit more attractive going forward, investors will likely still…
In recent years, retail alternative investment products, along with the companies that package them, have come under siege from regulators, investors, the press and even some advisers. None of this is a secret, and, quite frankly, some of the criticism has been well-deserved, as we’ve seen offerings that were poorly designed, not well-vetted or improperly…
In light of the possibility of Tesla going private, SFA Advisor, James Gambaccini, with Acorn Financial Services, discusses the profile of the typical Tesla investor in this CNBC article.
By Lewis J. Walker, CFP® In Congress, July 4, 1776, “the unanimous Declaration of the thirteen united States of America” was published, dissolving the political bands that connected them to England and an oppressive king, stating in succinct language the reasons why. Google the document. Read it. It stirs the patriotic soul! “We hold these…
Contributed by Lewis J. Walker, CFP® At any “mix and mingle” gathering of business and professional folks, a common ice breaker question is, “What do you do?” Or perhaps, “Tell me about your company?” Sharing chicken wings and drinks with a young doctor and a woman who worked in the practice, when informed that I…
A number of years ago my wife and I considered remodeling our house after living there for two decades. Major changes were needed, but we loved the location and the associated memories. However, after going through a comprehensive design and planning process to see what could be done, it became obvious that any renovations wouldn’t…
A number of years ago my wife and I considered remodeling our house after living there for two decades. Major changes were needed, but we loved the location and the associated memories. However, after going through a comprehensive design and planning process to see what could be done, it became obvious that any renovations wouldn’t…
Contributed by: Lewis J. Walker, CFP® Listening to music on internet radio post-Thanksgiving, “Auld Lang Syne” popped up, emphasizing how close the New Year is! At midnight on 12/31 as December fades to January, a year ends, a new year begins. What will you leave behind? What new undertaking will you commence? In business and…
By Lewis J. Walker, CFP® What does chaos and tragedy tell us about personal planning? How do we deal with the philosophical questions posed? It’s an age old question: “Why does God permit the righteous to suffer and the wicked to flourish?” In writings dating from 605-597 B.C., the prophet Habakkuk complained, “How long, O…
Contributed by Lewis J. Walker, CFP® If you were born in 1966, you are or will be age 50 this year. The T-shirt proclaimed, “If you haven’t grown up by age 50, you don’t have to.” Well, yes, you do, if you don’t want to be knocking on your kids’ doors begging for support in…